ACP
STX icon

Atalan Capital Partners’s Seagate STX Stock Holding History

Atalan Capital Partners’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282M Sell
718,800
-27,800
-4% -$10.6M 25.95% 1
2025
Q4 		$206M Hold
746,600
– – 14.63% 1
2025
Q3 		$176M Buy
746,600
+246,600
+49% +$42.1M 12.3% 3
2025
Q2 		$72.2M Buy
+500,000
New +$51.8M 5.54% 9

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atalan Capital Partners's STX Position: Q1 2026 in Review

Atalan Capital Partners reduced its Seagate (STX) stake by 3.7% in Q1 2026, selling an estimated $10.6M and leaving 718,800 shares worth $282M. The position accounts for 25.95% of the portfolio, ranked #1.

Atalan Capital Partners first reported a position in STX in Q2 2025 and has held it in 4 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Atalan Capital Partners held 718,800 shares of Seagate worth $282M as of Q1 2026.
  • Atalan Capital Partners sold 27,800 Seagate shares in Q1 2026, an estimated $10.6M.
  • Seagate made up 25.95% of Atalan Capital Partners's portfolio in Q1 2026, its #1 holding.
  • Atalan Capital Partners first reported a position in Seagate in Q2 2025 and has held it in 4 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Atalan Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.